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Truvestments Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

Truvestments Capital’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$232 Hold
8
– – ﹤0.01% 1095
2026
Q1 		$201 Hold
8
– – ﹤0.01% 1117
2025
Q4 		$210 Buy
+8
New +$208 ﹤0.01% 982
2018
Q3 		$31K Buy
+2,610
New +$30.1K 0.01% 451

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R
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SCM
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UBS AM
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SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Truvestments Capital's SCHB Position: Q2 2026 in Review

Truvestments Capital held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 8 shares worth $232. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Truvestments Capital first reported a position in SCHB in Q3 2018 and has held it in 4 quarters since. The position peaked at $31K in Q3 2018. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Truvestments Capital held 8 shares of Schwab US Broad Market ETF worth $232 as of Q2 2026.
  • Truvestments Capital left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #1095 holding.
  • Truvestments Capital first reported a position in Schwab US Broad Market ETF in Q3 2018 and has held it in 4 quarters since.
  • Truvestments Capital's Schwab US Broad Market ETF position peaked at $31K in Q3 2018.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.